Eastern European A USD Inc

Managed by

Gareth Morgan was one of five BMO Global Asset Management (EMEA) (formerly F&C, which was acquired by BMO in 2014) emerging market team members to become part of LGM in late 2014; BMO Global Asset Management is a trading name used for the F&C Group and its members since 6 July 2015. He runs equity funds using a value with quality bias investment style. Prior to joining BMO in 2006, he worked at Shell Pensions Management Services Ltd for six years and at Perpetual Plc for four years managing Latam equities. Gareth has a degree in Business Finance and Economics from the University of East Anglia. He holds the IIMR and is also an associate member of UKSIP. Gareth was born in Surrey and is currently based in London. Outside of work his interests include golf and football.

Objective

The investment objective of the Fund is to achieve capital appreciation through investment in Eastern European markets. The provision of income will not normally be a major consideration unless this is considered to be in the interests of the Fund. The Fund may invest in equity, equity related securities and instruments including convertible bonds and warrants as well as other transferable securities such as bonds issued by corporate and governmental issuers.

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